Subscribe.

Insights.

Subscribe

Subscribe to STA Weekly Market Report

* indicates required

Email Address *

Full Name

Residence

Age Range

STA In The News

Investors.com

Social Security Benefits: When To Start Them

Featuring Elena Sharma | Friday, October 24th, 2014

When should you start taking your Social Security benefits? Timing matters. You can start as early as age 62. But waiting can boost the amount you receive over the rest of your life in retirement. If you are unable to follow the link, please click here for a PDF Version.

Most people heading into retirement inevitably make some sort of real estate decision—whether they downsize, relocate to a different community or make renovations to an existing home that makes the place more accessible to live in as they get older. So, not surprisingly, there are numerous real estate mistakes people in this group make. If you are unable to follow the link, please click here for a PDF Version.

When reaching retirement age, some people feel the impulse to sell everything and move to a warmer climate. Not to be a killjoy regarding any retirement dreams, but there are some things to consider when deciding to pack up and move to sunnier shores. Here’s a look at some of the top financial and tax considerations individuals and families should consider before moving to their dream house in retirement. If you are unable to follow the link, please click here for a PDF Version.

Second marriages are financially complicated. From inheriting a new set of kids to understanding what assets a spouse is bringing to the table, prior to walking down the aisle, partners should discuss a range of uncomfortable financial issues that could potentially ruin a relationship down the road if not addressed immediately. If you are unable to follow the link, please click here for a PDF Version.

Small employers hoping to set up a new SIMPLE IRA, SIMPLE 401(k) or a safe harbor 401(k) have until Oct. 1 to do so. SEP IRAs must be set up by Oct. 15 — if that’s when the taxpayer is filing his return. Solo 401(k) plans need to be set up by Dec. 31. If you are unable to follow the link, please click here for a PDF Version.

If you don’t have a retirement savings plan at work because you are self-employed or work at a small operation that doesn’t offer one, now’s a good time to set up your own tax-advantaged plan. There are a number of choices, including traditional IRAs and Roth IRAs, Simplified Employee Pensions, or SEPs, and Solo 401(k)s to name a few. If you are unable to follow the link, please click here for a PDF Version.

Contact STA

Thank you for your interest in STA Wealth Management!

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!